Administrative Assistant
Northwest Staffing Resources•Sacramento, CA
•Onsite
About The Position
Join a well-established and growing wealth management firm where your organizational skills, professionalism, and client-focused mindset will make a direct impact. This exciting administrative role supports an experienced Financial Advisor, Head Administrator, and collaborative team in a fast-paced and client-centered office environment. This position is offered through the Sacramento Branch of NW Staffing Resources.
Requirements
- 3+ years of experience in a Receptionist or Administrative Assistant role
- Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook
- Experience using CRM systems and virtual meeting platforms
- Strong communication, customer service, and organizational skills
- Ability to multitask and work efficiently in a fast-paced environment
- Positive attitude with a willingness to learn and grow professionally
Responsibilities
- Provide professional and welcoming experience for clients in person and over the phone
- Support daily office operations, including ordering supplies and managing office equipment
- Conduct outbound calls to clients regarding appointments and follow-ups
- Schedule meetings and appointments with prospective and existing clients through phone and email communication
- Manage executive and advisor calendars while maintaining accurate client records and files
- Assist with company events and occasional personal assistant tasks for the CEO
Benefits
- Flexible part-time schedule
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
No Education Listed
